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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,966 | $60,442+72.0% | $96,754+7.5% | $87,485+18.8% |
| Participation rate | 75.0% | 58.7%+16.3pp | 70.3%+4.7pp | 68.9%+6.1pp |
| Annual return | 11.07% | 21.97%-10.9pp | 82.04%-71.0pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,057 | $3,280+54.2% | $4,758+6.3% | $4,274+18.3% |
| Admin fee / account holder | $33,410 | $5,069+559.1% | $8,905+275.2% | $7,775+329.7% |